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Concurrent Investment Advisors’s Air Products & Chemicals APD Stock Holding History

Concurrent Investment Advisors’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$29K – 1243
2024
Q4 		$29K Hold
100
– – ﹤0.01% 1080
2024
Q3 		$29.8K Hold
100
– – ﹤0.01% 1039
2024
Q2 		$25.8K Hold
100
– – ﹤0.01% 951
2024
Q1 		$24.2K Buy
+100
New +$24.5K ﹤0.01% 891

Other funds holding APD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concurrent Investment Advisors's APD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Air Products & Chemicals (APD) stake by 14% in Q2 2026, buying an estimated $1.05M and bringing the position to 29,601 shares worth $8.68M. The position accounts for 0.07% of the portfolio, ranked #293.

Concurrent Investment Advisors first reported a position in APD in Q4 2023 and has held it in 11 quarters since. 1,778 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Concurrent Investment Advisors held 29,601 shares of Air Products & Chemicals worth $8.68M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,597 Air Products & Chemicals shares in Q2 2026, an estimated $1.05M.
  • Air Products & Chemicals made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #293 holding.
  • Concurrent Investment Advisors first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 11 quarters since.
  • 1,778 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.